Cassie_Holmes

Level 2

Joined the community 06-03-2013

Level 2

London, UK

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Reporting on score increases?

by Cassie_Holmes 02-02-2018

Hi Marketo Community,We are trying to figure out a way of reporting on positive changes in lead score - essentially a list of leads whose score has increased over a given time period, for example the last month. We're not interested in specific Previous or New values, but just any leads that have in...

Discussions

4571 1 5

lead scoring
Re: Experiences of Chili Piper for meeting scheduling?

by Cassie_Holmes 09-14-2017

Thanks for all the feedback everyone - really helpful stuff. I think from what you've all said, they're definitely worth a look. I reckon we'll set up a demo in the near future to get started.Thanks,Cassie

Discussions

4859 0 0
Experiences of Chili Piper for meeting scheduling?

by Cassie_Holmes 09-07-2017

Hi allWe're currently looking into tools that will allow us to schedule meetings with leads at specific dates/times through Marketo emails/LPs. We've come across Chili Piper (www.chilipiper.com) which seems to fit the bill. Does anyone have any experience using this? Was it good/bad/easy to implemen...

Discussions

5911 0 7

Email Marketing Marketing Partners Products
Re: Pausing leads in engagement programs

by Cassie_Holmes 08-15-2014

Hi Kim - yes I've been using the conditions, but even when "member of engagement program" is not "true", Marketo seems to add the lead to the program so that it is "true" in order to then pause it!Edward - yeah I think you're right. Unless you don't mind losing the historical data, pausing seems to ...

Discussions

1388 0 0
Pausing leads in engagement programs

by Cassie_Holmes 08-15-2014

So, I'll try and keep this simple. We only want a lead to be in one engagement cycle at any given time to avoid them receiving too much content.When a salesperson adds a lead to an engagement program, I want that lead to be removed from any other engagement program that they are in.I've read on the ...

Discussions

1523 0 3

Lead Management
Changing Engagement Programs?

by Cassie_Holmes 01-09-2014

Hi all, would really appreciate some advice on the following:We currently have 3 industry-specific engagement programs running in Marketo. We have also created 3 additional engagement programs for our sales team that are product-specific - to add leads to when they are at the appropriate stage. All ...

Discussions

3387 0 9

Lead Management
Re: Adding metadata to content files?

by Cassie_Holmes 07-17-2013

Thanks Breno. I've posted it in the "Ideas" section so we'll see what happens!

Discussions

1306 0 0
Adding metadata to content files?

by Cassie_Holmes 07-17-2013

We'd like to be able to add metadata (egs tags / keywords / categories) to the content files (e.g. PDFs) that we're uploading in Marketo beyond the default ones that are added (I.e date uploaded and file format), so we can use this meta data to tag the content and create a searchable library on our...

Discussions

1318 0 2